Michael Chad Erickson
Investment adviser representative at J.P. Morgan Securities LLC
16 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Michael Chad Erickson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- J.P. Morgan Securities LLCDec 2025 to now
- Chad Erickson Self EmployedSep 2025 to now
- JPMorgan Chase Bank, N.A.Oct 2024 to now
- Ab Staffing SolutionsDec 2023 to Apr 2024
- Umortgage LLCDec 2022 to Mar 2023
- Jcm LendingAug 2022 to Oct 2024
- Caliber Home LoansMar 2021 to Aug 2022
- JpmcJul 2010 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5956620
- Firm CRD
- 79